-13.1%
DSM price history and return analytics
+57.4%
-70.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.6% |
| 7D | +3.4% | +0.4% | +3.1% | +3.3% |
| 30D | +11.3% | -2.6% | +13.9% | +12.0% |
| 3M | -1.6% | -3.2% | +1.6% | -0.8% |
| 6M | -4.3% | +0.9% | -5.2% | -4.6% |
| YTD | -2.7% | +11.3% | -14.0% | -5.5% |
| 1Y | +1.5% | +14.0% | -12.5% | -2.0% |
| 3Y | +28.4% | +75.8% | -47.5% | +10.3% |
| 5Y | -13.1% | +57.8% | -70.9% | -25.0% |
| All | -13.1% | +57.4% | -70.5% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling